StockDriftsStockDriftsTop 20 Nitorum Capital L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MDY | STATE STR SPDR S&P MIDCAP 40 | 11.49% | 21.2K | $13.1M | new | $610.02(+13.72%) | 2026-03-31 | |
| MLM | MARTIN MARIETTA MATLS INC | 9.09% | 17.6K | $10.4M | -75.97%(-55.60K) | $253.54(+136.42%) | 2026-03-31 | |
| DELL | DELL TECHNOLOGIES INC | 7.77% | 53.9K | $8.8M | -75.16%(-163.10K) | $43.09(+815.04%) | 2026-03-31 | |
| RBA | RB GLOBAL INC | 7.06% | 83.9K | $8.0M | -69.62%(-192.24K) | $58.50(+92.84%) | 2026-03-31 | |
| CHDN | CHURCHILL DOWNS INC | 6.07% | 77.0K | $6.9M | -81.41%(-337.09K) | $66.37(+36.97%) | 2026-03-31 | |
| UTHR | UNITED THERAPEUTICS CORP DEL | 5.97% | 11.5K | $6.8M | -69.03%(-25.56K) | $223.52(+148.71%) | 2026-03-31 | |
| VMI | VALMONT INDS INC | 5.72% | 16.3K | $6.5M | -69.77%(-37.63K) | $210.23(+164.16%) | 2026-03-31 | |
| GNRC | GENERAC HLDGS INC | 5.44% | 31.7K | $6.2M | -72.92%(-85.46K) | $148.29(+70.38%) | 2026-03-31 | |
| ICUI | ICU MED INC | 5.15% | 45.5K | $5.9M | -70.41%(-108.19K) | $136.29(+13.71%) | 2026-03-31 | |
| BYD | BOYD GAMING CORP | 4.56% | 63.3K | $5.2M | -75.79%(-198.01K) | $62.92(+39.71%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.87% | +15.33% |
| Top 20 Holdings Unweighted | +9.24% | +30.37% |
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